See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,132 | $171,865-37.1% | $149,718-27.8% | $147,584-26.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.31% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,886 | $6,275-69.9% | $5,445-65.4% | $4,876-61.3% |
| Participant deferral / active EE | $5,793 | $7,271-20.3% | $6,569-11.8% | $5,439+6.5% |
| Admin fee / account holder | $3,231 | $13,799-76.6% | $11,283-71.4% | $10,885-70.3% |